Let's move forward. Together.

Chuck joined UBS after 25 years as a restaurateur, partnering with his wife, Alison, when she too joined UBS in 2008.  Within both Zeigler Wealth Management and now Soundview Wealth Management, he focuses on portfolio investment and risk management strategies while providing clients access to a full breadth of appropriate investment options.  Chuck and Alison make their home in Greenwich, CT, and in his free time, he enjoys competitive sailboat racing and tennis.   

He earned a BS from the College of Idaho.

Alison began her career in financial services in 2000, and joined her husband and partner, Chuck Zeigler, at UBS in Greenwich in 2008. Ali is deeply involved in the team's financial planning and client relationships. She earned a B.A. in Comparative Literature from The University of California, Irvine, and completed acting school at the Eugene O'Neill Theatre Center in Waterford, CT. She enjoys reading, interior design, playing tennis, and gardening. Alison and Chuck reside in Greenwich, CT.

Elizabeth has been with our office since 1990 and has over 30 years of financial services experience. Prior to joining UBS, she held positions in operations including operations manager. She initially joined the team in 2008, and strives to not only provide a superior level of service to clients, but to sustain a strong business relationship with them as well. Among her many responsibilities, she is charged with daily administrative functions, order entry and client communications. Elizabeth holds her series 7 and 66 license. She resides in Stamford, Connecticut, with her husband, Daniel.

Ben is at the center of all of our financial plans within Soundview Wealth Management and is a Certified Financial Planner. With more than 20 years of wealth management experience, he focuses on creating a comprehensive financial plan specific to your family, your goals, and your objectives.  He graduated from Colgate in 1993, and became a bench chemist at the biotechnology company, Chiron. Ben's interest in the investment process grew during these years of strong biotechnology equity markets. He then spent five years of intensive training at the Quick & Reilly Group in several roles in investment services and management prior to joining UBS in 2001.  Ben resides in Old Greenwich with his wife, Nadja, and their three daughters, Kendall, Brielle, and Giselle. 

Licenses:                                                                                                                                                                                                                                                                    Series 7 - General Securities Representative; Series 3 - National Commodities Futures; Series 4 - Registered Options Principle; Life & Health Insurance Licensed

Megan joined UBS in 2004 as part of the firm’s Graduate Training Program, a rotational program throughout Wealth Management. After completing the program in 2006, she joined the Institutional Equities Group, working with UBS Investment Bank’s global equity research team to facilitate the investment process for hedge funds, mutual funds, and managed account investment management teams. Within Soundview Wealth Management, she combines her capital markets experience with her wealth management experience to provide comprehensive and tailored solutions. She received a B.S. in Management and International Business from The Pennsylvania State University. She lives in Old Greenwich with her husband, Craig, and their three sons, Austin, Owen, and Logan. 

Licenses:                                                                                                                                                                                                                                                                    Series 7 - General Securities Representative